Join   Log In
  • Startup Jobs
  • Recruit
  • Discover
  • Blog
    Rich Wheeless

    Rich Wheeless

    CFO & COO @rivetz • Worked at @pilus-energy, • Investor @facebook, @pilus-energy • Studied at @miami-university

    Finance/Accounting San Francisco Miami University '01
    There was a problem loading your content.
     
    Experience
    Pilus Energy
    Pilus Energy
    Employee
    Sable Ridge Vineyards
    Sable Ridge Vineyards
    Advisor
    GRILLCHECK
    GRILLCHECK
    TESTER 2013 - 2014 (9 months)
    Rivetz
    Rivetz
    CFO & COO
    Squire Mining
    Squire Mining
    Chief Financial Officer 2018 - 2019 (about 1 year)
    * Oversee treasury, investments, accounting, budget, tax and audit activities of the organization and subsidiaries for a dually listed public company (Canada, US and Germany).... more * Assisted in raising nearly $30M in private funding for the expansion and growth of the organization. * Transformed a shell company into a technology company, going from a market cap of basically nothing to a current market cap of around $100M. * Responsible for all reporting and filings in multiple countries including Ca
    LaunchKey
    Exit
    LaunchKey
    Chief Financial Officer 2014 - 2015 (about 1 year)
    (Company was acquired) * Provided strategic direction and led sales and partnership strategy for the company. * Raised over $1M in private funding and assisted in raising... more over $3M in venture funding. * Assisted in negotiations with potential acquirers of the company including, large companies like Yahoo, Inc. * Oversaw financial and accounting system controls and standards to ensure timely financial and statistical reports for management and board use.
    BRIVAS
    BRIVAS
    Chief Executive Officer 2012 - 2014 (about 2 years)
    (IP was acquired) * Provided overall direction and strategy to the entire company * Raised over $2M in private funding and secured technology licenses. * Oversaw treasury,... more investments, accounting, budget, tax and audit activities of the organization. * Oversaw financial and accounting system controls and standards to ensure timely financial and statistical reports for management and board use. * Raised multiple millions of dollars and achieved technical partnership with a NASDAQ listed company.
    Xtek
    Xtek
    Director of Finance/Assistant Treasurer 2007 - 2009 (about 2 years)
    * $125M in revenue annually and one of the Midwest's fastest growing privately owned manufacturers of customer engineered steel replacement parts and related services for... more industrial rolling mill, overhead crane and other material handling equipment. * Managed company financing activities needed to effectively conduct and grow domestic and international business, including establishing credit policies, negotiating letters of credit, setting up bank guarantees, and managing risk management program
    Johnson and Johnson
    Johnson and Johnson
    Employee 2006 - 2007 (about 1 year)
    * Fortune 50 company and world's most comprehensive and broadly based manufacturer of health care products, as well as provider of health care related services, for consumer,... more pharmaceutical, and medical devices and diagnostics markets. Served as principal financial advisor to multiple business units, providing both financial and strategic expertise to business partners. * Advised senior management on potential growth and expansion opportunities within business to maintain strategic initiatives.
    Cardinal Health
    Cardinal Health
    Credit Manager 2004 - 2006 (about 2 years)
    * World's largest pharmaceutical distributor and Fortune 20 company. Performed financial analysis of potential customers, conducted market research, and evaluated market trends... more to determine credit worthiness and ensure profitability of company. * Advised other business units and senior management on necessary action-steps from findings of credit analyses. * Trained new-hire analysts on credit analysis basics to expedite their learning process. * Provided strategic analyses of current hospital an
    Citi
    Citi
    Finance Manager 2001 - 2004 (about 3 years)
    * Joined one of the country's largest Mutual Fund Administrators as Financial Analyst. Facilitated audits for mutual fund partnerships to ensure profitability, prepared financial... more statements, and prepared board-meeting materials. * Conducted valuations, developed expense budgets, analyzed expense accruals and ratios, and provided guidance on investments for private limited partnerships in order to help maximize ROI and keep expenses low. * Demonstrated exceptional ability to raise significantly t
    Founder
     
    Employee
    Rivetz, Pilus Energy, GRILLCHECK, Citi, Cardinal Health, Johnson and Johnson, Xtek, BRIVAS, LaunchKey, Squire Mining
    Investor
     
    Incubator
     
    Advisor
    Sable Ridge Vineyards
    Attorney
     
    Board Member
     
    Mentor
     
    Member
     
    Acquired
     
     
    Projects
    The Modern Mentor
    Mentoring Blog
    This is a new publication of SGB Media Group’s effective December 1st, 2014. It will be used to chronicle publisher Stephen G. Barr’s experiences as a start… · More up mentor and give advise and information to both mentors and mentees.
    Brian Kissinger
    Lexi Sprague
    Stephen G. Barr
    With Stephen G. Barr, Lexi Sprague, Brian Kissinger
    The Startup Vagabond
    Our Medium Publication
    Tales from Stephen G. Barr's travels as a roaming startup advisor.
    Stephen G. Barr
    With Stephen G. Barr
     
    Education
     
    About
    Achievements

    Have done multiple successful turnarounds, built a few successful companies (including an exit to a publicly traded company), raised many millions of dollars for startups, mentored and coached other entrepreneurs in the startup industry.

    Describe the most impressive thing you've done.
    Skills
    Accounting Accruals Acquisitions Audit Automation Compensation and Benefits Billing Cfo Communication Skills Credit Analysis Cross-Functional Team Leadership Diagnostics Financial Financial Analysis Financial Industry Financial Models Financial Reporting Financial Statements Forecasting HR Human Resources Integrity Leadership Licensing Management Market Research Material Handling Medical Medical Devices Mergers and Acquisitions Microsoft Microsoft Excel P&L Payroll Pharmaceutical Planning Process Improvement Project Management Research Risk Management SpriteKit Strategic Initiatives Valuations
    Locations
    San Francisco Europe New York North America Palo Alto Silicon Valley Dubai Miami Toronto
    Help · Blog · Twitter · Terms · Privacy Policy & Cookies · Unsubscribe · Cookie Preferences · Press · Profile not verified